Upcoming Conferences – Where We Are Speaking

Kate Marples

Upcoming Conferences October 23, 2018 Cheyenne Reese: Speaker Joint STEP/CPA Conference, “US Tax Cuts and Jobs Act: the impact on estate planning for clients who are US persons or who hold US-sited assets” November 15, 2018 Cheyenne Reese and Christine Muckle: Speakers BC CLE Estate Planning Update, ”Expatriation – The Ultimate Planning Tool” February 5, 2019 Nicholas Smith: Speaker PBLI, Taxation of Common Business Transactions.“Acquisitions of Control and Effective Use of Corporate Losses”   Past Conferences January 30, 2018 Andrea Frisby and Lauren Blake: Speakers PBLI, Estate Planning Done…

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The First Appointment

Kate Marples

The First Appointment Receiving instructions from clients and providing advice to them in response to those instructions is at the heart of a Wills and Estate Planning practice.  Developing standard practices for an initial client interview, file opening…

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Taxation of Personal Trusts

Kate Marples

Introduction The use of trusts in estate planning gives rise to a variety of tax issues. In some circumstances the use of a trust as part of an estate plan can minimize or defer income tax liabilities, but if drafted incorrectly, or without the proper…

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When You Can’t Trust the Trust: The Scope for Reversing or Rectifying Trust Transactions

Kate Marples

I.     INTRODUCTION There are many circumstances in which a trustee may encounter a difficult situation: perhaps the express provisions of the Trust Deed or Will under which he or she is acting as a trustee are patently incorrect or poorly drafted;…

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